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Integration & migration consulting — March 2025

Data migration, middleware, and integration consultants — every deal is a CRM migration.

142 firms opened this window in the March 2025 SEC roster: 80 aum crossed 500m, 58 aum crossed 1b, 4 reorganization.

Months: October 2026 · September 2026 · August 2026 · July 2026 · June 2026 · May 2026 · April 2026 · March 2026 · February 2026 · January 2026 · December 2025 · August 2025 · July 2025 · June 2025 · May 2025 · April 2025 · March 2025 · February 2025 · January 2025 · December 2024 · November 2024 · October 2024 · September 2024 · August 2024 · July 2024 · June 2024 · May 2024 · April 2024 · March 2024 · February 2024

85
ASSOCIATED INVESTMENT SERVICES, INC. — crossed $1B in regulatory AUM ($862.6M -> $1.00B). IAPD ↗
$1.00B RAUM · 26 reps · 800-595-7722 · associatedbank.com
85
FLAGSTAR ADVISORS, INC. — crossed $1B in regulatory AUM ($966.7M -> $1.16B). IAPD ↗
$1.16B RAUM · 47 reps · 646-822-1475
85
ARTHUR M. COHEN & ASSOCIATES LLC — crossed $1B in regulatory AUM ($853.0M -> $1.02B). IAPD ↗
$1.02B RAUM · 2 reps · 847-480-2990
85
TD CAPITAL MANAGEMENT LLC — crossed $1B in regulatory AUM ($971.0M -> $1.09B). IAPD ↗
$1.09B RAUM · 9 reps · 901-681-0021 · tdcapitalmanagement.com
85
JACOBS & COMPANY, LLC — crossed $1B in regulatory AUM ($994.0M -> $1.10B). IAPD ↗
$1.10B RAUM · 3 reps · 415-777-1617
85
HCM WEALTH ADVISORS — crossed $1B in regulatory AUM ($909.1M -> $1.08B). IAPD ↗
$1.08B RAUM · 9 reps · 513-598-5120
85
AMERICAN FINANCIAL ADVISORS INC — crossed $1B in regulatory AUM ($887.2M -> $1.04B). IAPD ↗
$1.04B RAUM · 9 reps · 407-207-9006
85
COVENANT PARTNERS, LLC — crossed $1B in regulatory AUM ($944.0M -> $1.01B). IAPD ↗
$1.01B RAUM · 6 reps · 615-665-1801 · covenantpartnersllc.com
85
CONSOLIDATED PORTFOLIO REVIEW CORP — crossed $1B in regulatory AUM ($905.6M -> $1.29B). IAPD ↗
$1.29B RAUM · 28 reps · 631-845-5100 · wwww.financialresourcesinc.com
85
AMB WEALTH, LLC — crossed $1B in regulatory AUM ($848.0M -> $1.01B). IAPD ↗
$1.01B RAUM · 11 reps · 866-277-1500
85
SC&H WEALTH — crossed $1B in regulatory AUM ($908.9M -> $1.13B). IAPD ↗
$1.13B RAUM · 15 reps · 410-403-1500
85
ROBLE, BELKO AND COMPANY, INC. — crossed $1B in regulatory AUM ($953.2M -> $1.08B). IAPD ↗
$1.08B RAUM · 7 reps · (724) 935-4990
85
BERKSHIRE MONEY MANAGEMENT, INC. — crossed $1B in regulatory AUM ($903.8M -> $1.08B). IAPD ↗
$1.08B RAUM · 8 reps · 888-232-6072
85
SILICON VALLEY CAPITAL PARTNERS, L.P. — crossed $1B in regulatory AUM ($860.4M -> $1.08B). IAPD ↗
$1.08B RAUM · 3 reps · 408-236-7300 · svcp.com
85
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC — crossed $1B in regulatory AUM ($866.2M -> $1.01B). IAPD ↗
$1.01B RAUM · 7 reps · 561-447-1997 · bssfa.com
85
J.J. BURNS & COMPANY — crossed $1B in regulatory AUM ($885.3M -> $1.07B). IAPD ↗
$1.07B RAUM · 7 reps · 631-390-0500
85
BARTON INVESTMENT MANAGEMENT, LLC — crossed $1B in regulatory AUM ($846.2M -> $1.00B). IAPD ↗
$1.00B RAUM · 4 reps · 610-226-4040 · bartonim.com
85
LJI WEALTH MANAGEMENT, LLC — crossed $1B in regulatory AUM ($853.2M -> $1.07B). IAPD ↗
$1.07B RAUM · 13 reps · 317-466-9702 · ljiwm.com
85
PRAIRIEVIEW PARTNERS, LLC — crossed $1B in regulatory AUM ($949.0M -> $1.09B). IAPD ↗
$1.09B RAUM · 15 reps · 651-233-1100 · prairieviewpartners.com
85
ALPHA ARCHITECT — crossed $1B in regulatory AUM ($711.7M -> $7.27B). IAPD ↗
$7.27B RAUM · 4 reps · +1.215.882.9983 · alphaarchitect.com
85
WELLSPRING FINANCIAL PARTNERS — crossed $1B in regulatory AUM ($832.9M -> $1.02B). IAPD ↗
$1.02B RAUM · 4 reps · 520-327-1019
85
ALLIED INVESTMENT ADVISORS LLC — crossed $1B in regulatory AUM ($911.8M -> $1.13B). IAPD ↗
$1.13B RAUM · 9 reps · 406-839-2037
85
LINDEN GLOBAL STRATEGIES LLC — crossed $1B in regulatory AUM ($746.7M -> $1.31B). IAPD ↗
$1.31B RAUM · 4 reps · 212-542-5052 · lgsllc.com
85
IRONSIDES ASSET ADVISORS, LLC — crossed $1B in regulatory AUM ($827.0M -> $1.26B). IAPD ↗
$1.26B RAUM · 2 reps · 252-443-7041
85
ARCHFORD CAPITAL STRATEGIES, LLC — crossed $1B in regulatory AUM ($971.5M -> $1.28B). IAPD ↗
$1.28B RAUM · 8 reps · 618-416-7085
85
IRONVINE CAPITAL PARTNERS, LLC — crossed $1B in regulatory AUM ($942.6M -> $1.10B). IAPD ↗
$1.10B RAUM · 6 reps · 402-916-1702 · ironvinecapital.com
85
ONE WEALTH ADVISORS, LLC — crossed $1B in regulatory AUM ($841.6M -> $1.05B). IAPD ↗
$1.05B RAUM · 12 reps · (415) 729-1770 · onewealth.net
85
B.O.S.S. RETIREMENT ADVISORS, LLC — crossed $1B in regulatory AUM ($764.0M -> $1.06B). IAPD ↗
$1.06B RAUM · 41 reps · 801-990-5055 · getmorewithboss.com
85
AUTUMN LANE ADVISORS, LLC — crossed $1B in regulatory AUM ($968.9M -> $1.06B). IAPD ↗
$1.06B RAUM · 4 reps · (713) 636-2075 · autumnlanellc.com
85
CLEVELAND WEALTH, LLC — crossed $1B in regulatory AUM ($767.8M -> $1.01B). IAPD ↗
$1.01B RAUM · 6 reps · (216) 810-5900
85
LEXAURUM ADVISORS — crossed $1B in regulatory AUM ($784.2M -> $1.01B). IAPD ↗
$1.01B RAUM · 30 reps · 913-261-9316 · kowitzfinancialgroup.com
85
STRATEGIC WEALTH GROUP — crossed $1B in regulatory AUM ($932.4M -> $1.04B). IAPD ↗
$1.04B RAUM · 19 reps · 952-843-4944 · saltf.com
85
NORTHSTAR FIDUCIARY PARTNERS, LLC — crossed $1B in regulatory AUM ($771.7M -> $1.15B). IAPD ↗
$1.15B RAUM · 2 reps · 732-322-2570 · nsfpllc.com
85
HAVEN GLOBAL PARTNERS, LLC — crossed $1B in regulatory AUM ($893.6M -> $1.19B). IAPD ↗
$1.19B RAUM · 3 reps · 470-355-2434 · havengp.com
85
PAUL R. RIED FINANCIAL GROUP, LLC — crossed $1B in regulatory AUM ($980.7M -> $1.06B). IAPD ↗
$1.06B RAUM · 9 reps · 425-646-6777
85
ELLSWORTH ADVISORS, LLC — crossed $1B in regulatory AUM ($913.6M -> $1.19B). IAPD ↗
$1.19B RAUM · 11 reps · (234) 200-0703
85
CURATED WEALTH PARTNERS, LLC — crossed $1B in regulatory AUM ($966.0M -> $1.45B). IAPD ↗
$1.45B RAUM · 3 reps · 310-356-0830 · curatedwealthpartners.com
85
LIVE OAK PRIVATE WEALTH, LLC — crossed $1B in regulatory AUM ($951.6M -> $1.07B). IAPD ↗
$1.07B RAUM · 12 reps · (844) 469-5679
85
KWB WEALTH — crossed $1B in regulatory AUM ($853.9M -> $1.01B). IAPD ↗
$1.01B RAUM · 9 reps · 909-307-8220
85
STEPHENS CONSULTING, LLC — crossed $1B in regulatory AUM ($918.4M -> $1.07B). IAPD ↗
$1.07B RAUM · 10 reps · 810-732-7411
85
TRG INVESTMENT ADVISORS, LLC — crossed $1B in regulatory AUM ($913.0M -> $1.11B). IAPD ↗
$1.11B RAUM · 7 reps · 800-222-6016
85
QUANTUM FINANCIAL ADVISORS, LLC — crossed $1B in regulatory AUM ($972.2M -> $1.23B). IAPD ↗
$1.23B RAUM · 11 reps · (424) 447-8268
85
AB2 CAPITAL PARTNERS LLC — crossed $1B in regulatory AUM ($947.9M -> $1.02B). IAPD ↗
$1.02B RAUM · 1 reps · (954) 802-8328
85
LRI INVESTMENTS — crossed $1B in regulatory AUM ($932.9M -> $1.13B). IAPD ↗
$1.13B RAUM · 29 reps · 561-323-2265
85
THE NORDEN GROUP LLC — crossed $1B in regulatory AUM ($987.2M -> $1.74B). IAPD ↗
$1.74B RAUM · 21 reps · 801-331-5511
85
PORTSIDE WEALTH GROUP, LLC — crossed $1B in regulatory AUM ($884.8M -> $1.13B). IAPD ↗
$1.13B RAUM · 40 reps · 385-412-1222 · turningpointfinancialgroup.com
85
DIVERSIFY WEALTH MANAGEMENT, LLC — crossed $1B in regulatory AUM ($458.1M -> $2.29B). IAPD ↗
$2.29B RAUM · 24 reps · 801-838-9999 · firstpurpose.com
70
RICHARDS MERRILL WEALTH MANAGEMENT — crossed $500M in regulatory AUM ($395.8M -> $514.5M). IAPD ↗
$514.5M RAUM · 10 reps · 509-624-3174 · rmwealthmgmt.com
70
WEDGEWOOD PARTNERS, INC. — crossed $500M in regulatory AUM ($464.6M -> $539.7M). IAPD ↗
$539.7M RAUM · 3 reps · 314-567-6407 · wedgewoodpartners.com
70
FISCHER FINANCIAL SERVICES INC — crossed $500M in regulatory AUM ($487.9M -> $564.6M). IAPD ↗
$564.6M RAUM · 3 reps · 717-233-8901
70
FRIEDLANDER & CO INC — crossed $500M in regulatory AUM ($453.0M -> $502.8M). IAPD ↗
$502.8M RAUM · 1 reps · 414-273-0308
70
OGOREK WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($468.8M -> $525.3M). IAPD ↗
$525.3M RAUM · 2 reps · 716-626-5000
70
M. KRAUS & COMPANY — crossed $500M in regulatory AUM ($494.2M -> $523.5M). IAPD ↗
$523.5M RAUM · 4 reps · 802-985-2620 · mkrausco.com
70
NORTHWEST FINANCIAL SERVICES INC — crossed $500M in regulatory AUM ($482.3M -> $551.4M). IAPD ↗
$551.4M RAUM · 8 reps · 317-844-0448 · northwestfinancial.net
70
DHJJ FINANCIAL ADVISORS — crossed $500M in regulatory AUM ($463.9M -> $543.5M). IAPD ↗
$543.5M RAUM · 8 reps · 630-420-1360 · dhjjfinancial.com
70
RIGGS ASSET MANAGEMENT CO INC — crossed $500M in regulatory AUM ($448.8M -> $522.5M). IAPD ↗
$522.5M RAUM · 7 reps · 570-823-3383 · riggsadvisors.com
70
TINGEY ADVISORS INC — crossed $500M in regulatory AUM ($421.3M -> $619.0M). IAPD ↗
$619.0M RAUM · 3 reps · 801-352-8166 · tingeyadvisors.com
70
BRIGHT FINANCIAL ADVISORS, INC. — crossed $500M in regulatory AUM ($489.2M -> $570.1M). IAPD ↗
$570.1M RAUM · 2 reps · 269-373-2700 · brightfinancialadvisors.com
70
SK WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($429.2M -> $555.3M). IAPD ↗
$555.3M RAUM · 4 reps · 401-331-1575 · skwealth.com
70
LANDMARK WEALTH MANAGEMENT — crossed $500M in regulatory AUM ($470.9M -> $615.9M). IAPD ↗
$615.9M RAUM · 4 reps · 716-810-9594
70
NICOLLET INVESTMENT MANAGEMENT, INC. — crossed $500M in regulatory AUM ($477.0M -> $526.7M). IAPD ↗
$526.7M RAUM · 7 reps · 612-915-3033 · nicolletinvest.com
70
CARL STUART INVESTMENT ADVISOR, INC. — crossed $500M in regulatory AUM ($468.4M -> $515.2M). IAPD ↗
$515.2M RAUM · 2 reps · 512-478-2275
70
EAST END FINANCIAL GROUP, INC. — crossed $500M in regulatory AUM ($497.8M -> $579.2M). IAPD ↗
$579.2M RAUM · 6 reps · 631-727-8111 · eastendfinancialgroup.com
70
JOHN A. WOLFE & ASSOCIATES, INC. — crossed $500M in regulatory AUM ($498.4M -> $534.7M). IAPD ↗
$534.7M RAUM · 1 reps · 269-324-1988
70
COLORADO CAPITAL MANAGEMENT — crossed $500M in regulatory AUM ($499.9M -> $560.3M). IAPD ↗
$560.3M RAUM · 9 reps · 303-444-9300
70
PINNACLE FINANCIAL GROUP LLC — crossed $500M in regulatory AUM ($499.7M -> $571.0M). IAPD ↗
$571.0M RAUM · 4 reps · 708-246-6262 · mypinnaclefinancial.com
70
WP ADVISORS, LLC — crossed $500M in regulatory AUM ($431.2M -> $505.7M). IAPD ↗
$505.7M RAUM · 2 reps · 415-777-2900 · wpadvisorsllc.com
70
PROVIDENCE FINANCIAL ADVISORS, LLC — crossed $500M in regulatory AUM ($412.2M -> $544.5M). IAPD ↗
$544.5M RAUM · 3 reps · 913-323-0535 · pfa-llc.com
70
GSB WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($475.0M -> $540.4M). IAPD ↗
$540.4M RAUM · 7 reps · 203-453-9075 · greyledge.com
70
COMPREHENSIVE FINANCIAL CONSULTANTS INSTITUTIONAL, INC. — crossed $500M in regulatory AUM ($432.4M -> $515.1M). IAPD ↗
$515.1M RAUM · 18 reps · 812-334-3190 · cfci.us
70
ALLEN WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($478.5M -> $553.9M). IAPD ↗
$553.9M RAUM · 3 reps · 828-268-9693 · allenwealthmanagement.com
70
THE LEGACY FINANCIAL GROUP, INC. — crossed $500M in regulatory AUM ($419.6M -> $513.6M). IAPD ↗
$513.6M RAUM · 5 reps · 918-665-0826 · legacyadvisor.net
70
TIMBER CREEK CAPITAL MANAGEMENT, LLC — crossed $500M in regulatory AUM ($483.2M -> $549.2M). IAPD ↗
$549.2M RAUM · 4 reps · 617-722-0855 · timbercreek-capital.com
70
IRONWOOD FINANCIAL, LLC — crossed $500M in regulatory AUM ($456.5M -> $574.9M). IAPD ↗
$574.9M RAUM · 6 reps · 520-318-4600 · ironwoodfinancial.com
70
SANDY COVE ADVISORS, LLC — crossed $500M in regulatory AUM ($486.4M -> $581.7M). IAPD ↗
$581.7M RAUM · 7 reps · 617-622-1500 · sandycoveadvisors.com
70
MOSS, LUSE & WOMBLE, LLC — crossed $500M in regulatory AUM ($435.6M -> $595.2M). IAPD ↗
$595.2M RAUM · 18 reps · 972-674-2584
70
COVENANT WEALTH ADVISORS — crossed $500M in regulatory AUM ($496.3M -> $653.0M). IAPD ↗
$653.0M RAUM · 9 reps · (804) 729-5265
70
NEW HARBOR FINANCIAL GROUP, LLC — crossed $500M in regulatory AUM ($495.5M -> $576.9M). IAPD ↗
$576.9M RAUM · 5 reps · 978-537-7701 · newharborfinancial.com
70
BOSTON STANDARD WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($451.5M -> $549.5M). IAPD ↗
$549.5M RAUM · 4 reps · (781) 721-0072 · bostonstandardwealth.com
70
HAPANOWICZ FINANCIAL — crossed $500M in regulatory AUM ($497.4M -> $574.7M). IAPD ↗
$574.7M RAUM · 6 reps · 412-261-5966
70
CARSONALLARIA WEALTH MANAGEMENT, LTD. — crossed $500M in regulatory AUM ($469.8M -> $567.5M). IAPD ↗
$567.5M RAUM · 6 reps · 618-288-9505
70
NORTHWEST QUADRANT WEALTH MANAGEMENT — crossed $500M in regulatory AUM ($453.9M -> $534.0M). IAPD ↗
$534.0M RAUM · 2 reps · 541-388-9888
70
ASPEN WEALTH MANAGEMENT — crossed $500M in regulatory AUM ($368.4M -> $509.6M). IAPD ↗
$509.6M RAUM · 6 reps · 817-546-6353 · aspenwealthmgmt.com
70
SAGEGUARD FINANCIAL GROUP, LLC — crossed $500M in regulatory AUM ($377.9M -> $607.7M). IAPD ↗
$607.7M RAUM · 6 reps · (615) 859-4567
70
BCU WEALTH ADVISORS, LLC — crossed $500M in regulatory AUM ($449.9M -> $535.0M). IAPD ↗
$535.0M RAUM · 3 reps · 847-932-8007 · targetcu.org
70
ALJIAN CAPITAL MANAGEMENT — crossed $500M in regulatory AUM ($446.4M -> $575.8M). IAPD ↗
$575.8M RAUM · 3 reps · 707-230-2158 · aljiancapital.com
70
COOK WEALTH, LLC — crossed $500M in regulatory AUM ($475.0M -> $529.4M). IAPD ↗
$529.4M RAUM · 11 reps · (919) 784-9100
70
CLARE MARKET INVESTMENTS, LLC — crossed $500M in regulatory AUM ($432.6M -> $556.0M). IAPD ↗
$556.0M RAUM · 4 reps · 866.659.1019
70
SUNPOINTE INVESTMENTS — crossed $500M in regulatory AUM ($369.1M -> $559.2M). IAPD ↗
$559.2M RAUM · 9 reps · (314) 880-0821 · sunpointeinvestments.com
70
HILLTOP WEALTH ADVISORS, LLC — crossed $500M in regulatory AUM ($432.7M -> $502.8M). IAPD ↗
$502.8M RAUM · 7 reps · (919) 401-1500
70
HIGHLINE WEALTH PARTNERS — crossed $500M in regulatory AUM ($493.7M -> $665.6M). IAPD ↗
$665.6M RAUM · 14 reps · 818-340-0157
70
TEMPUS WEALTH PLANNING, LLC — crossed $500M in regulatory AUM ($400.5M -> $506.5M). IAPD ↗
$506.5M RAUM · 8 reps · 949-393-2525 · tempuswp.com
70
KEEL WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($449.0M -> $557.1M). IAPD ↗
$557.1M RAUM · 1 reps · 512-368-4666
70
RELIANT WEALTH PLANNING, LLC — crossed $500M in regulatory AUM ($469.1M -> $520.6M). IAPD ↗
$520.6M RAUM · 5 reps · 502-398-5050
70
COLUMBUS MACRO, LLC — crossed $500M in regulatory AUM ($277.3M -> $777.3M). IAPD ↗
$777.3M RAUM · 6 reps · 7247612510
70
ALTUS WEALTH GROUP, LLC — crossed $500M in regulatory AUM ($445.0M -> $572.6M). IAPD ↗
$572.6M RAUM · 7 reps · 719-900-1295 · altuswealthgroup.com
70
LIFEWORKS ADVISORS, LLC — crossed $500M in regulatory AUM ($421.8M -> $742.3M). IAPD ↗
$742.3M RAUM · 33 reps · (616) 200-6512 · brightadvisers.com
70
INLET PRIVATE WEALTH, LLC — crossed $500M in regulatory AUM ($467.2M -> $554.9M). IAPD ↗
$554.9M RAUM · 3 reps · (561) 781-0400 · inletprivatewealth.com
70
SANDBOX FINANCIAL PARTNERS, LLC — crossed $500M in regulatory AUM ($463.7M -> $575.2M). IAPD ↗
$575.2M RAUM · 8 reps · (301) 214-4190
70
VALTINSON BRUNER FINANCIAL PLANNING — crossed $500M in regulatory AUM ($478.1M -> $603.7M). IAPD ↗
$603.7M RAUM · 6 reps · 651-628-9832
70
WEALTHBRIDGE CAPITAL MANAGEMENT, LLC — crossed $500M in regulatory AUM ($467.8M -> $599.0M). IAPD ↗
$599.0M RAUM · 4 reps · (614) 591-4515
70
SKYOAK WEALTH — crossed $500M in regulatory AUM ($497.0M -> $601.4M). IAPD ↗
$601.4M RAUM · 5 reps · 248-348-6500 · skyoakwealth.com
70
MATTERN WEALTH MANAGEMENT LLC — crossed $500M in regulatory AUM ($481.6M -> $533.7M). IAPD ↗
$533.7M RAUM · 3 reps · 785-842-7680 · matternwealth.com
70
LGG FINANCIAL — crossed $500M in regulatory AUM ($492.7M -> $525.2M). IAPD ↗
$525.2M RAUM · 2 reps · 301-312-6660 · lggfinancial.com
70
SAFEGUARD WEALTH MANAGEMENT — crossed $500M in regulatory AUM ($338.5M -> $601.0M). IAPD ↗
$601.0M RAUM · 4 reps · 920-544-0576 · safeguardinvest.com
70
GREY FOX WEALTH ADVISORS, LLC — crossed $500M in regulatory AUM ($382.6M -> $544.1M). IAPD ↗
$544.1M RAUM · 5 reps · 302-482-3211 · greyfoxwealth.com
70
EWA, LLC — crossed $500M in regulatory AUM ($408.1M -> $559.0M). IAPD ↗
$559.0M RAUM · 7 reps · (412) 288-2363 · ewa-llc.com
70
LEVERTY FINANCIAL GROUP, LLC — crossed $500M in regulatory AUM ($481.3M -> $567.4M). IAPD ↗
$567.4M RAUM · 5 reps · 715-377-2080
70
PROALTUS USA — crossed $500M in regulatory AUM ($406.3M -> $505.8M). IAPD ↗
$505.8M RAUM · 3 reps · (857) 334-1921 · proaltus.us
70
LONG RUN WEALTH ADVISORS, LLC — crossed $500M in regulatory AUM ($442.0M -> $514.2M). IAPD ↗
$514.2M RAUM · 7 reps · 518-523-8050 · longrunwealth.com
70
FOURPATH CAPITAL MANAGEMENT, LLC — crossed $500M in regulatory AUM ($470.1M -> $931.1M). IAPD ↗
$931.1M RAUM · 6 reps · (405) 253-6080 · fourpath.com
70
EMPOWER FINANCIAL ADVISORY, LLC — crossed $500M in regulatory AUM ($411.7M -> $535.0M). IAPD ↗
$535.0M RAUM · 4 reps · (860) 494-2600 · empowerfa.com
70
INNOVATIVE WEALTH BUILDING LLC — crossed $500M in regulatory AUM ($418.7M -> $525.0M). IAPD ↗
$525.0M RAUM · 8 reps · 240-237-8086
70
STRONG TOWER ADVISORY SERVICES — crossed $500M in regulatory AUM ($427.5M -> $654.5M). IAPD ↗
$654.5M RAUM · 2 reps · 612-436-3750 · strongtowerwm.com
70
PRESILIUM PRIVATE WEALTH, LLC — crossed $500M in regulatory AUM ($442.9M -> $554.2M). IAPD ↗
$554.2M RAUM · 4 reps · 215-982-4140 · presiliumpw.com
70
UPTICK PARTNERS, LLC — crossed $500M in regulatory AUM ($398.6M -> $688.1M). IAPD ↗
$688.1M RAUM · 7 reps · (936) 800-0800
70
GILLILAND JETER WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($454.5M -> $505.3M). IAPD ↗
$505.3M RAUM · 3 reps · 501-902-4951 · gillilandjeter.com
70
THE SALVETTI GROUP — crossed $500M in regulatory AUM ($487.2M -> $607.2M). IAPD ↗
$607.2M RAUM · 4 reps · 916-414-8282 · thesalvettigroup.com
70
GREAT HILL CAPITAL, LLC — crossed $500M in regulatory AUM ($341.0M -> $631.8M). IAPD ↗
$631.8M RAUM · 1 reps · 212-951-1478
70
ADVANTAGE RETIREMENT GROUP — crossed $500M in regulatory AUM ($459.0M -> $518.3M). IAPD ↗
$518.3M RAUM · 4 reps · 239-561-1155 · advantageretirementgroup.com
70
FAIRVOY PRIVATE WEALTH, LLC — crossed $500M in regulatory AUM ($460.2M -> $513.2M). IAPD ↗
$513.2M RAUM · 6 reps · (205)578-6250 · fairvoypw.com
45
MILLBURN RIDGEFIELD LLC — filed an Item 4A succession naming MILLBURN RIDGEFIELD CORPORATION (CRD 148870) — an entity change, not a deal. IAPD ↗
$6.84B RAUM · 22 reps · 212-332-7300
43
WEALTHEDGE INVESTMENT ADVISORS LLC — filed an Item 4A succession naming WEALTHEDGE INVESTMENT ADVISORS LLC (CRD 126337) — an entity change, not a deal. IAPD ↗
$401.5M RAUM · 6 reps · 212-687-3600 · wealthedge.com
40
BRADFORD FINANCIAL SERVICES CORP — filed an Item 4A succession naming BRADFORD FINANCIAL SERVICES, INC. (CRD 133220) — an entity change, not a deal. IAPD ↗
$235.7M RAUM · 1 reps · 978-809-2338 · bradfordfinancialservices.com
75
MORTGAGE INDUSTRY ADVISORY COMPANY — crossed $1B in regulatory AUM ($863.6M -> $1.39B). IAPD ↗institutional
$1.39B RAUM · 7 reps · 212-233-1250 · miacanalytics.com
75
SILICON VALLEY RETIREMENT SERVICES, LLC — crossed $1B in regulatory AUM ($944.3M -> $1.14B). IAPD ↗institutional
$1.14B RAUM · 2 reps · 408-572-5572 · svretirementservices.com
75
GLACIER PEAK CAPITAL MANAGEMENT, LLC — crossed $1B in regulatory AUM ($774.2M -> $11.17B). IAPD ↗institutional
$11.17B RAUM · 2 reps · 908-304-9200
75
GRANITESHARES ADVISORS LLC — crossed $1B in regulatory AUM ($510.6M -> $7.02B). IAPD ↗institutional
$7.02B RAUM · 3 reps · 646-876-5096
75
HAUSER RETIREMENT SOLUTIONS 2 LLC — crossed $1B in regulatory AUM ($965.7M -> $1.17B). IAPD ↗institutional
$1.17B RAUM · 6 reps · 513-745-9200 · thehausergroup.com
70
STRATEGY CAPITAL LLC — crossed $1B in regulatory AUM ($920.5M -> $1.26B). IAPD ↗fund
$1.26B RAUM · 4 reps · 650-917-8700 · strategycapital.com
70
PLACEHOLDER MANAGEMENT, LLC — crossed $1B in regulatory AUM ($969.9M -> $1.26B). IAPD ↗fund
$1.26B RAUM · 5 reps · 9292449167
70
ISLAND INVESTMENT MANAGEMENT LLC — crossed $1B in regulatory AUM ($781.3M -> $1.32B). IAPD ↗fund
$1.32B RAUM · 30 reps · 212-705-5000 · islandcapital.com
70
HONTE ADVISORS LLC — crossed $1B in regulatory AUM ($213.9M -> $1.24B). IAPD ↗fund
$1.24B RAUM · 3 reps · 415-801-4250
70
ARDMORE ROAD ASSET MANAGEMENT LP — crossed $1B in regulatory AUM ($905.7M -> $1.59B). IAPD ↗fund
$1.59B RAUM · 8 reps · 203-872-9030 · ardmoreroad.com
60
PNC STEEL CITY ADVISORS, LLC — crossed $500M in regulatory AUM ($27.7M -> $532.3M). IAPD ↗institutional
$532.3M RAUM · 15 reps · 312-454-2922
60
CURASSET CAPITAL MANAGEMENT, LLC — crossed $500M in regulatory AUM ($473.0M -> $601.7M). IAPD ↗institutional
$601.7M RAUM · 6 reps · 8623350333 · curasset.com
60
BRYCE POINT CAPITAL LLC — crossed $500M in regulatory AUM ($318.3M -> $713.1M). IAPD ↗institutional
$713.1M RAUM · 2 reps · 646-450-0445
55
7RIDGE LIMITED — crossed $1B in regulatory AUM ($920.1M -> $1.19B). IAPD ↗foreign
$1.19B RAUM · 7 reps · +44 20 8148 1378 · 7ridge.com
55
YORKVILLE ADVISORS GLOBAL, LP — crossed $500M in regulatory AUM ($323.1M -> $631.9M). IAPD ↗fund
$631.9M RAUM · 19 reps · (201) 536-5110
55
URSA FUND MANAGEMENT LLC — crossed $500M in regulatory AUM ($157.1M -> $633.6M). IAPD ↗fund
$633.6M RAUM · 2 reps · 415-529-6040
40
NEUMANN ADVISORY HONG KONG LIMITED — crossed $500M in regulatory AUM ($452.4M -> $505.1M). IAPD ↗foreign
$505.1M RAUM · 3 reps · +852 39564336 · neumannadvisors.com
10
SARTORIAL WEALTH INC. — filed an Item 4A succession naming SARTORIAL WEALTH INC. (CRD 329971) — an entity change, not a deal. IAPD ↗foreign
$0 RAUM · 2 reps · 647-998-9705 · sartorialwealth.com

Free page: firm, event, phone, website. The paid feed adds every window as CSV, filters by state and AUM band, and alerts the day the roster drops. Data: SEC Form ADV monthly roster; confirm on IAPD before acting.